Tuesday, February 21st 2023
Intel Defers 3 nm Wafer Orders with TSMC, Pushes "Arrow Lake" Rollout to 2025?
Intel has reportedly deferred its orders for 3 nm wafers with TSMC, sources in PC makers tell Taiwan-based industry observer DigiTimes. Built on the TSMC N3 node, the wafers were supposed to power the Graphics tiles (containing the iGPU), of the upcoming "Arrow Lake" processors, which were originally on course for a 2024 release. The DigiTimes report detailing this development says that Intel's 3 nm wafer orders have been deferred to Q4-2024, which would realistically mean a 2025 launch for whatever product was designed to use 3 nm tiles. Advance orders for next-gen wafers by high-volume clients such as Intel, are usually placed several quarters in advance, so the foundry could suitably scale up its capacity.
Source:
DigiTimes
32 Comments on Intel Defers 3 nm Wafer Orders with TSMC, Pushes "Arrow Lake" Rollout to 2025?
In fact the main reason for their lack of competitiveness is coming out late. Because they are late, they end up competing with AMD s next generation instead of the one targeted initially, so they get beaten silly.